I'm running into a scenario where we want to hold on assigning Leads when they come into Salesforce. We also want to use Pardot to help determine where they get assigned.
Once they reach a certain threshold (Pardot Score > 60 for example), we want to be able to run the Lead Assignment Rules set up in our Salesforce org. In the Automation Rules and Completion Actions, I know there is the "Assign via Salesforce Active Assignment Rule" action, but I don't know if this will run leads back through the Lead Assignment Rules since they already exist and have a queue for an owner.
Has anyone tried using this Pardot action to re-run Lead Assignment Rules and if so, was it successful?
1 answer
Hi Clark, Using the "Assign via Salesforce Active Assignment Rule" action will run leads back through the assignment rules every time they run through the automation rule.
